DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Gds Wealth Management

Independent wealth managerFlower Mound, TexasCRD 315934SEC 801-122391websiteIAPD
Legal name One Way Holdings LLC
Latest filing Mar 18, 2026
First filing on the tape Aug 26, 2021 · 12 filings
SEC status approved since Sep 27, 2021
RAUM
$1.8B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$1.8B individuals and HNW
Advisors
23
registered through the firm on IAPD
RAUM per advisor
$78.6M
derived; firm RAUM over IAPD count
Employees
38
22 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.8B as of Mar 18, 2026
Feb 28, 2022$519M then
HNW client RAUM$1.1B as of Mar 18, 2026
Feb 28, 2022$378M then
State-registered IARs (5.B.3)22 as of Mar 18, 2026
Feb 28, 20228 then
Employees (5.A)38 as of Mar 18, 2026
Feb 28, 202212 then
Private funds: no history
RAUM +43% over the last fiscal year+41% a year over threeIARs 17 to 22
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$78.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
47derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.7MderivedHNW RAUM over HNW clients
Average account
$446,420derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
23.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+43%derivedbetween the last two annual amendments
Advisor growth, one year
+29%derivedItem 5.B.3 between annual amendments
Client growth, one year
+25%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Financial planning clients
1,000reportedItem 5.H
Custody
$1.6M, 25 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.1B63%
  • Individuals$665M37%
  • Charitable organizations$6.0M0.3%
  • Corporations and businesses$510,2940.0%
Individual clients
768reported
HNW clients
310reported
Pension plan clients
n/areported
Charitable clients
3reported
Accounts
4,052reported
Financial planning clients
1,000reported
Wrap fee programs
noreported
Custody of client assets
$1.6M for 25 clientsreported
Compensation
% of AUMreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
23 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Victoria Mae GeigerFlower Mound, TxSep 27, 202111 y1
Jordan Daniel KastFlower Mound, TxSep 27, 202112 y2
Glen David SmithCertified Financial PlannerFlower Mound, TxSep 27, 202122 y3
Erica Lynn DoreFlower Mound, TxSep 27, 202112 y2
Robert Lawrence CaseyFlower Mound, TxSep 27, 202116 y4
Annie Danette AdkisonFlower Mound, TxSep 27, 202114 y3
Alex SchremmerFlower Mound, TxJan 24, 202211 y1
Sebastian CarrilloFlower Mound, TxAug 4, 202214 y0
Timothy James AllinFlower Mound, TxMar 2, 202311 y0
Ross Edward MortensenFlower Mound, TxSep 29, 202310 y2
Daniel Patrick Lee AmadorCertified Financial PlannerFlower Mound, TxNov 27, 202310 y2
Andrew Thomas SchmuhlFlower Mound, TxApr 8, 202413 y1
Julian Grant DibonaFlower Mound, TxJul 18, 202410 y0
Jace Dalton DarrowCertified Financial PlannerFlower Mound, TxOct 28, 202410 y0
Ji Hoon SeonFlower Mound, TxJul 10, 202513 y0
Max Brogan TiraboschiFlower Mound, TxDec 15, 202516 y0
Samuel Thomas PokludaCertified Financial PlannerFlower Mound, TxDec 15, 202510 y2
Benjamin SchmuhlFlower Mound, TxMay 28, 202610 y0
Jason Scott FreebyChartered Financial ConsultantFlower Mound, TxJun 4, 202632 y1
Michael Lee DemingsFlower Mound, TxJul 17, 202610 y1
Jacob BoenFlower Mound, TxAug 11, 202613 y1
Justin Lamont ArtisFlower Mound, TxAug 25, 202610 y0
Justin James AndersonFlower Mound, TxAug 25, 202610 y0
Advisor movement
2 left, 4 joined in 12 months
net +2 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 8.7% of current headcount4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Amna Ali Khan · Chief Compliance Officercontrol
      since 03/2025 · owns less than 5%
    • Lawrence Robert Casey · Managing Partnercontrol
      since 12/2017 · owns 25% to 50%
    • Lynn Erica Dore · Chief Compliance Officercontrol
      since 06/2021 · owns less than 5%
    • David Glen Smith · Presidentcontrol
      since 12/2017 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Flower Mound, Tx · principal2382
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    ADV anomalies
    5 against comparable advisers; where to look, not conclusions
    • control person changedChange between filings · filing Mar 18, 2026
      Ali Khan, Amna (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2021-08-26 and 2026-03-18
      peers: independent wealth managers, $1B to $5B (1,360)
    • control person changedChange between filings · filing Mar 18, 2026
      DORE, ERICA, LYNN (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2021-08-26 and 2026-03-18
      peers: independent wealth managers, $1B to $5B (1,360)
    • discretionary share shiftChange between filings · filing Mar 18, 2026
      discretionary share of RAUM moved from 57.0% to 99.0% between the annual amendments of 2025-03-13 and 2026-03-18
      peers: independent wealth managers, $1B to $5B (1,360)
    • HNW share shiftChange between filings · filing Mar 18, 2026
      HNW share of RAUM moved from 85.0% to 63.0% between the annual amendments of 2025-03-13 and 2026-03-18
      peers: independent wealth managers, $1B to $5B (1,360)
    • RAUM up 25 %Change between filings · filing Mar 18, 2026
      RAUM (Item 5.F) moved from $1,265,380,694 to $1,808,894,448 (+43.0%) between the annual amendments of 2025-03-13 and 2026-03-18; the peer median change was +17.0% (1297 comparable advisers, 90.0th percentile of changes)
      peers: independent wealth managers, $1B to $5B (1,297) · 90% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 3,420 to 4,052
      May 5, 2025 to Mar 18, 2026
    • Advisory employees · 15 to 22
      May 5, 2025 to Mar 18, 2026
    • Charity clients · 2 to 3
      May 5, 2025 to Mar 18, 2026
    • Corporate clients · unset to 1.0
      May 5, 2025 to Mar 18, 2026
    • HNW clients · 474 to 310
      May 5, 2025 to Mar 18, 2026
    • Individual clients · 390 to 768
      May 5, 2025 to Mar 18, 2026
    • Assets in custody · $586,000 to $1.6M
      May 5, 2025 to Mar 18, 2026
    • Employees · 26 to 38
      May 5, 2025 to Mar 18, 2026
    • Financial planning clients · 251-500 to More than 500
      May 5, 2025 to Mar 18, 2026
    • State-registered IARs · 17 to 22
      May 5, 2025 to Mar 18, 2026
    • Discretionary RAUM · $1.3B to $1.8B
      May 5, 2025 to Mar 18, 2026
    • HNW RAUM · $1.1B to $1.1B
      May 5, 2025 to Mar 18, 2026
    • Individual RAUM · $185M to $665M
      May 5, 2025 to Mar 18, 2026
    • Non-discretionary RAUM · $2.7M to $12.4M
      May 5, 2025 to Mar 18, 2026
    • RAUM · $1.3B to $1.8B
      May 5, 2025 to Mar 18, 2026
    • Accounts · 3,217 to 3,420
      Mar 13, 2025 to May 5, 2025
    • Charity clients · unset to 2.0
      Mar 13, 2025 to May 5, 2025
    • HNW clients · 390 to 474
      Mar 13, 2025 to May 5, 2025
    • Individual clients · 474 to 390
      Mar 13, 2025 to May 5, 2025
    • Financial planning clients · 251-500 to 251-500
      Mar 13, 2025 to May 5, 2025
    • Discretionary RAUM · $718M to $1.3B
      Mar 13, 2025 to May 5, 2025
    • HNW RAUM · $1.1B to $1.1B
      Mar 13, 2025 to May 5, 2025
    • Individual RAUM · $185M to $185M
      Mar 13, 2025 to May 5, 2025
    • Non-discretionary RAUM · $547M to $2.7M
      Mar 13, 2025 to May 5, 2025
    • RAUM · $1.3B to $1.3B
      Mar 13, 2025 to May 5, 2025
    • Accounts · 2,641 to 3,217
      Mar 12, 2024 to Mar 13, 2025
    • Advisory employees · 11 to 15
      Mar 12, 2024 to Mar 13, 2025
    • Charity clients · 2.0 to unset
      Mar 12, 2024 to Mar 13, 2025
    • HNW clients · 428 to 390
      Mar 12, 2024 to Mar 13, 2025
    • Individual clients · 319 to 474
      Mar 12, 2024 to Mar 13, 2025
    • Assets in custody · $348,000 to $586,000
      Mar 12, 2024 to Mar 13, 2025
    • Employees · 12 to 26
      Mar 12, 2024 to Mar 13, 2025
    • Financial planning clients · 101-250 to 251-500
      Mar 12, 2024 to Mar 13, 2025
    • State-registered IARs · 12 to 17
      Mar 12, 2024 to Mar 13, 2025
    • Discretionary RAUM · $892M to $718M
      Mar 12, 2024 to Mar 13, 2025
    • HNW RAUM · $771M to $1.1B
      Mar 12, 2024 to Mar 13, 2025
    • Individual RAUM · $117M to $185M
      Mar 12, 2024 to Mar 13, 2025
    • Non-discretionary RAUM · $0 to $547M
      Mar 12, 2024 to Mar 13, 2025
    • RAUM · $892M to $1.3B
      Mar 12, 2024 to Mar 13, 2025
    • Accounts · 2,209 to 2,641
      Oct 20, 2023 to Mar 12, 2024
    Signals
    10 dated events
    • Max Quincy Adams left Gds Wealth Management for Fisher Investments (registered 2026-09-16)
      Aug 27, 2026 · Advisor changed firm · fact
    • Roman S Marquez left Gds Wealth Management for Leo Wealth Americas, Llc (registered 2026-07-02)
      Jun 11, 2026 · Advisor changed firm · fact
    • Gds Wealth Management reported RAUM $1.8B, up 41% from $1.3B (2025-05-05 to 2026-03-18)
      Mar 18, 2026 · RAUM change · derived
    • Michael Patrick Jansey left Gds Wealth Management for Mariner (registered 2025-06-16)
      May 19, 2025 · Advisor changed firm · fact
    • Gds Wealth Management reported RAUM $1.3B, up 42% from $891.7M (2024-03-12 to 2025-03-13)
      Mar 13, 2025 · RAUM change · derived
    • Jordan Dimiter Stefanov left Gds Wealth Management for United Capital Financial Advisors (registered 2025-10-20)
      Feb 3, 2025 · Advisor changed firm · fact
    • Gds Wealth Management reported RAUM $891.7M, up 39% from $643.8M (2023-10-20 to 2024-03-12)
      Mar 12, 2024 · RAUM change · derived
    • Talmage Wayne Demeester left Gds Wealth Management for Cetera Advisors Llc (registered 2023-09-07)
      Jul 26, 2023 · Advisor changed firm · fact
    • James Brady Risalvato left Gds Wealth Management for Personal Capital Advisors Corporation (registered 2023-02-27)
      Oct 20, 2022 · Advisor changed firm · fact
    • Glen D. Smith & Associates filed its initial SEC registration (Form ADV)
      Aug 26, 2021 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/gds-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
    Website
    gdswealth.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    469-212-8072reportedpublic record, Form ADV, Mar 18, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $78.6Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026